Guides

25 Technology Questions: Investment Advisors

As an investment advisor, you require a sophisticated set of tools that track, aggregate and report on your clients’ investments. With portfolios containing both public marketable securities and private investment vehicles, your need for a comprehensive wealth management technology solution is top of mind. Ideally, you would implement a single system that is capable of handling your portfolio, performance and operational needs — but how do you know which system is right for your firm?

50 Technology Questions: Executives

50 Technology Questions: Accountants

Your role as an accountant is pivotal to your organization, yet you may find yourself bogged down by spreadsheets, manual data entry and error-prone reconciliation exercises. In an effort to improve your current accounting processes, you’ve begun researching integrated accounting, investment management and reporting solutions. You and your team have likely drafted a specifications list — a flexible General Ledger, bill pay functionality, partnership accounting capabilities — but how do you know which questions to ask?

25 Technology Questions: IT Professionals

As an IT professional in the wealth management industry, it is your responsibility to ensure the security of your clients’ data. From physical environments to virtual networks, your clients rely on you to protect their financial information and personal details. This is especially true as your firm transitions to a new or replacement technology solution.